Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 161,562 shares of SCHO stock, worth $3.94 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
161,562
Previous 161,559
-0.0%
Holding current value
$3.94 Million
Previous $3.94 Million
0.1%
% of portfolio
0.06%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio